Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGE MOUNTAIN ADVISORS LLC | 04-23-2024 | 03-31-2024 | 408 | 962,170,954 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | GLB NAT RESRCE | 201 | $775,914 | 13,394 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| QUALCOMM INC | COM | 202 | $757,110 | 4,472 | 0.00 | 0.00 | 180 | 4.19 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P400 | 203 | $735,665 | 13,792 | 0.00 | 0.00 | 1,693 | 13.99 | 03-31-2024 |
| APPLIED MATLS INC | COM | 204 | $718,512 | 3,484 | 0.00 | 0.00 | 280 | 8.74 | 03-31-2024 |
